Best Investors Account Sign in

Steven Wayne Jackson

Stifel, Nicolaus & Company, Incorporated

Canton, OH

Marathon, FL

Claim This Profile
Current Employers
Stifel, Nicolaus & Company, Incorporated

501 N Broadway, St Louis, MO 63102 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-23
OH RA APPROVED 2022-01-14
TX RA APPROVED 2022-01-03
  • FL RA
    APPROVED
    Since 2025-01-23
  • OH RA
    APPROVED
    Since 2022-01-14
  • TX RA
    APPROVED
    Since 2022-01-03

Branch Locations

3951 Convenience Circle Nw Suite 200, Canton, OH 44718 • United States

Marathon, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Canton OH 11/2012 11/2016
Wells Fargo Clearing Services, Llc Canton OH 11/2016 12/2021
Stifel Nicolaus & Co Inc Canton OH 01/2022 Present
  • 11/2012 → 11/2016
    Wells Fargo Advisors Llc
    Canton, OH
  • 11/2016 → 12/2021
    Wells Fargo Clearing Services, Llc
    Canton, OH
  • 01/2022 → Present
    Stifel Nicolaus & Co Inc
    Canton, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-23
S63 Uniform Securities Agent State Law Examination 1997-09-19
  • S65 Uniform Investment Adviser Law Examination
    1999-11-23
  • S63 Uniform Securities Agent State Law Examination
    1997-09-19

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
ALPHASTAR CAPITAL MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BEESE FULMER PRIVATE WEALTH MANAGEMENT
LPL FINANCIAL LLC
FINANCIAL MANAGEMENT STRATEGIES, INC.
WILLIAMSON WEALTH MANAGEMENT

Other Investors

JEFFREY ALLEN KOTA
DARRELL GLEN CLEARY
LYNNE MARIE PETERS
THOMAS PETTINGER SHORTREED
KELLI SUE PHILLIPS-ZALESKI
ROGER THOMAS DUFFY
BETH CODY GRAYBILL
CHRIS ANDREW GNANDT

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · CANTON, OH
ALPHASTAR CAPITAL MANAGEMENT · CANTON, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · CANTON, OH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CANTON, OH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CANTON, OH
BEESE FULMER PRIVATE WEALTH MANAGEMENT · CANTON, OH
LPL FINANCIAL LLC · CANTON, OH
FINANCIAL MANAGEMENT STRATEGIES, INC. · Canton, OH

More in Canton, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor